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2025-04-21-GS-Americas Energy Oil Super Majors Challenging Macro Environment, But Strong Return of Capital, Prefer COP into Quarter.pdf
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2025-04-21-GS-Asia Pacific Machinery Construction Expert call takeaways Expects 2025 to likely be the bottom of global downturn, with tariffs key swing factor.pdf
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2025-04-21-GS-Asia-Pacific Weekly Kickstart Asian equities experienced a broad-based recovery (+3pct), led by DM Asia and India markets, as well as Financials and Commodity sectors.pdf
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2025-04-21-GS-Australia Labour Force Broadly in line with expectations.pdf
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2025-04-21-GS-Autonomous Driving Deeproute.AI Private Tech Tour Vision-Language-Action model to accelerate Navigate-on-Autopilot.pdf
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2025-04-21-GS-China Industrial Indicators Mar orders trended well, Apr-to-date tariff impact appears manag able while downside risks remain.pdf
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2025-04-21-GS-China Musings ADR de-listing risks Back in focus, updated investor FAQs.pdf
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2025-04-21-GS-China Q1 GDP and March activity data broadly beat expectations – First Take.pdf
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2025-04-21-GS-China Semis Capcon Private Tech Tour Advanced packaging demand growing.pdf
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2025-04-21-GS-End of Week Market Intelligence Check that.pdf
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2025-04-21-GS-Europe Chemicals Investor feedback to our recession-like forecasts.pdf
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2025-04-21-GS-Ferrous Tracker Slower Growth Contributes To H2 2025 Surplus; Price To Decline To $90t By Year-End.pdf
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2025-04-21-GS-Global Markets Comment Market Stress Monitor — 17 April 2025.pdf
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2025-04-21-GS-GS Morninq Rundown...4172025.pdf
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2025-04-21-GS-GS US TMT .. today (TSM, JBL Services. NELX GS SECTOR SPECIALISTS TMT.pdf
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2025-04-21-GS-India Monthly Activity Chartbook Slight improvement in activity.pdf
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2025-04-21-GS-India Oil imports increased likely due to front-loading of orders.pdf
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2025-04-21-GS-South Korea April MPC Meeting—A Dovish Hold As Expected, Amid Tariff Uncertainties.pdf
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2025-04-21-GS-Taiwan Weekly Kickstart TAIEX declined by 1%, but ex-TSMC rebounded by 1%, amid strong foreign selling, consensus earnings cuts, and further US chip restrictions on China.pdf
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2025-04-21-GS-Turkey TCMB Surprises Consensus With a 350bp Hike to the Repo Rate, Signalling That It Intends to Stay Orthodox in Its Defence of the.pdf
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2025-04-21-GS-USA Philly Fed and Housing Starts Well Below Expectations; Initial Claims Somewhat Below Expectations.pdf
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2025-04-21-GS-weekly mash.pdf
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2025-04-21-MS-Daily Treasury Relative Value Report.pdf
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2025-04-21-MS-ECB Reaction Europe Worried About Growth, Not Inflation.pdf
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2025-04-21-MS-ECB Review Europe On track for a June cut.pdf
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2025-04-21-MS-European Metals & Mining Tracker Europe Not coal-ing it a day.pdf
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2025-04-21-MS-Housing Japan Implications from D.R. Horton’s F925 2Q Results on Japan’s Home Builders.pdf
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2025-04-21-MS-Insurance - LifeAnnuity North America Recession Playbook 2025 Life Insurance Should Hold up Better Than Prior Cycles.pdf
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2025-04-21-MS-Internet North America Where to Turn Now Consider Visibility vs Valuation.pdf
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2025-04-21-MS-Jan-Mar Results Focus Points Margins for Single-family Homes in USJapan.pdf
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2025-04-22-GS-Abbott Laboratories (ABT) 1Q25 First Take Margins and US Performance Compensate for OUS Weakness.pdf
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2025-04-22-GS-China Consumer Staples Self help and defensiveness as key, Look for a steadier 1Q25.pdf
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2025-04-22-GS-China Largely stable fiscal revenue and expenditure in March; we expect more fiscal easing ahead.pdf
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2025-04-22-GS-China Q1 GDP and March activity data broadly beat expectations.pdf
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2025-04-22-GS-China Transportation Airlines China reportedly to suspend aircraft deliveries from Boeing.pdf
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2025-04-22-GS-Citizens Financial Group (CFG) First take Relatively in-line PPNR; Broadly re-affirming full-year guide with select risks due to macro.pdf
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2025-04-22-GS-Euro Area Final Inflation Details Show Underlying Inflation Up in March.pdf
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2025-04-22-GS-First Horizon National Corp. (FHN) First take PPNR beat on lower expenses; reiterates full-year guide.pdf
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2025-04-22-GS-Global FX Trader The ResEURrection Our Thoughts on EUR, Flows, JPY, GBP, BRL & MXN, and ARS.pdf
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2025-04-22-GS-Global Healthcare ACIP Day 2 Takeaways Meningococcal, RSV (Adults) and Chikungunya Vaccines In Focus.pdf
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2025-04-22-GS-Global Rates Trader A Bumpy Normalization.pdf
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2025-04-22-GS-GS CAS MACRO MORNING UPDATE.pdf
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2025-04-22-GS-GS Equity Radar Global Views GOAL Trade Recession Roadmap EU Earnings Gold US Banks China Musings.pdf
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2025-04-22-GS-GS Global Equities Call.pdf
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2025-04-22-GS-Industrial Bank (601166.SS) NDR takeaways.pdf
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2025-04-22-GS-Progressive Corp. (PGR) First Take Historically Strong PIF Growth Partially Offset by Personal Auto Underlying Miss.pdf
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2025-04-22-GS-Qianhe Condiment and Food (603027.SS) FY241Q25 First Take Sales miss in 1Q25 while margins beat; 100% dividend payout; Sell.pdf
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2025-04-22-GS-Sartorius AGStedim 1Q25 first take Strong EBITDA beat, positive BPS order commentary indicates continued bioprocessing recovery.pdf
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2025-04-22-GS-Satellites Landspace Private Tech Tour Reusable rocket ZQ-3 to drive satellite launches in China; Commercialization in 2025E.pdf
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2025-04-22-GS-SiC Ascen Power Private Tech Tour Founder and 6 8-inch SiC devices factory visit; Automotive market as major application.pdf
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2025-04-22-GS-TIC Data Foreign Investors Net Purchase US Treasuries in February.pdf
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2025-04-22-GS-Travelers Cos. (TRV) First Take 1Q25 EPS Beat on Core Underwriting and Reserve Development.pdf
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2025-04-22-GS-U.S. Bancorp (USB) First Take - Largely inline results, with unchanged full year guidance but medium term NIM target implied revenue.pdf
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2025-04-22-GS-UK March Inflation—Services and Headline Inflation Slightly Below Consensus Expectations.pdf
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2025-04-22-GS-USA Powell Notes Possible Tradeoff Between Inflation and Employment, Stresses Importance of Anchored Inflation Expectations.pdf
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2025-04-22-MS-Autos & Shared Mobility North America Global Auto Monitor Buy in AprilMay and Go Away.pdf
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2025-04-22-MS-China Property Asia Pacific_AlphaWise China Property Survey April 2025 - Weakening Sentiment.pdf
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2025-04-22-MS-European Economics Weekly Europe Can Fiscal Policy Keep Europe Growing.pdf
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2025-04-22-MS-Greater China Materials Asia Pacific China Steel and Iron Ore Weekly Update.pdf
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2025-04-22-MS-Internet North America 1Q25 Earnings Preview.pdf
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2025-04-22-MS-Oil Data Digest Europe Weekly Oil Stock Summary.pdf
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2025-04-22-MS-Paper & Packaging Europe April prices increase attempts unsuccessful.pdf
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2025-04-22-MS-Podcast North America Deep Thoughts on Securitized Markets Discussing Delinquencies in Non-Agency Ep. 294.pdf
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2025-04-22-MS-Podcast North America Equities Unplugged with Michael Wilson and Andrew Pauker What to Expect During Earnings Season Amid Tariff Risks Ep. 48.pdf
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2025-04-22-MS-Podcast Multipolar 2.0 How Trump’s Trade Policies Are Impacting US Equities.pdf
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2025-04-22-MS-S. Korea Fittings Asia Pacific US LNG Upcycle Remains Intact.pdf
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2025-04-22-MS-Sound Bites Japan AirlinesTourism Foreign VisitorsDeparting Japanese (March) Later Easter Impacting YoY Inbound Demand Growth from EuropeUS.pdf
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2025-04-22-MS-Sound Bites Japan Tourism F325 4Q Results Focus Points.pdf
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2025-04-22-MS-Staffers Europe Calm before the tariff storm.pdf
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